Plan Member

With more than 500 professionals and more than 40 regionally based Financial Centers spread out around the nation, PlanMember Financial Corporation, a market leader in retirement planning, has its headquarters in Carpinteria, California, just south of Santa Barbara. PlanMember provides a wide range of investment options and specializes in developing and maintaining retirement plan solutions for associations, unions, membership groups, and their members, as well as for-profit and nonprofit businesses and their workers. In our dedication to assisting both individual and group investors with their retirement goals, we provide unmatched assistance and service.